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Firstly, PolicyCheck needs your permission to approach the providers of your policies, which you give us via a "Letter of Authority". We then obtain your policy information from the providers
and look at where your money is invested, we compare your own attitude to risk against the risk profiles of the funds you
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are investing in and we establish how your investments have been performing.
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We put our findings into a simple report, which we send to you. This is our no obligation, free service.
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Then, if you would like us to look at your investments in more detail, for example to move them out of poorly performing funds, you can sign up
to our Independent Financial Advice service.
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We will only move your investments into a fund you are happy with and which match your risk profile.
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How much does it cost?
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